STERLING INVESTMENT ADVISORS,LLC

CRD

117287

SEC file #

801-63925

EIN

431736364

DBA names

—

Economics

AUM

$229.3M

AUM band

$100M-$500M

AUM trajectory

'20 · $130.8M

'21 · $168.0M

'22 · $168.0M

'23 · $195.7M

'25 · $192.3M

'26 · $229.3M

'20'26

$130.8M → $229.3M▲ +75%

sec adv history

Client mix

Individuals Other	215
Individuals High Net Worth	50
Charitable Organizations	3
Corporations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 2 advisors

'21 · 2 advisors

'22 · 2 advisors

'23 · 2 advisors

'25 · 3 advisors

'26 · 3 advisors

'20'26

2 advisors → 3 advisors▲ +50%

sec adv history

Primary office

BOLIVAR MO

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/05/2026

ADV-W filed at

—

Website

investwithsterling.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

JONES, JAMES, GATLIN

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

JONES, JAMES, GATLIN

Parson, Tara, Elizabeth

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

INVESTWITHSTERLING.COM

Rdap Domain Creation Date

2000-07-25T16:19:07Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Total Compensation

251,466

Form 5500 Compensation Trajectory 3y

2025	251,466
2024	0

Form 5500 Plan Count Trajectory 3y

2025	7
2024	1

Schedule C Total Compensation

251,466

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001009198

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-02-04

Edgar Last Filing Date

2026-04-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-14

Accession0001009198-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.155

Soi Zip Pct 200k Plus

0.0323

Soi Zip Returns 200k Plus

250

Soi Zip Total AGI

472,001

Fdic Zip Total Deposits

12,853,194,000

Fdic Zip Branch Count

270

Fdic Zip Top Banks

Bank of Bolivar

Mid-Missouri Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

2095 S BOSTON PLACEBOLIVAR, MO 65613

Business

2095 S BOSTON PLACEBOLIVAR, MO 65613

Edgar EIN

431736364

Edgar Recent Filings

13F-HR2026-04-14 · 0001009198-26-000003

13F-HR2026-01-14 · 0001009198-26-000001

Fdic Zip Branches Raw

Southwest BankBolivar, MO

Fdic Zip HHI

1220.78

Fdic Zip Top Bank Share Pct

20.6

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-25T16:19:07Z

Rdap Domain Last Changed

2025-07-09T05:32:33Z

Rdap Nameservers

Ns69.worldnic.comNs70.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	29,108
Returns	2,540

Stub 2

AGI	71,147
Returns	1,940

Stub 3

AGI	78,479
Returns	1,280

Soi Zip Total Business Income

15,387

Soi Zip Total Cap Gains

26,494

Soi Zip Total Dividends

6,479

Soi Zip Total Returns

7,740

Top Owner CRD

1761488

Trust Company Affiliate